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Maripau Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Maripau Wealth Management’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07M Sell
5,584
-228
-4% -$45.7K 0.47% 51
2025
Q4 		$1.15M Sell
5,812
-4,140
-42% -$813K 0.53% 45
2025
Q3 		$1.94M Sell
9,952
-3,542
-26% -$665K 0.97% 30
2025
Q2 		$2.47M Buy
13,494
+712
+6% +$123K 1.24% 19
2025
Q1 		$2.18M Sell
12,782
-4,867
-28% -$871K 1.25% 17
2024
Q4 		$3.14M Sell
17,649
-7,921
-31% -$1.44M 1.86% 13
2024
Q3 		$4.58M Sell
25,570
-1,791
-7% -$311K 3.97% 6
2024
Q2 		$4.67M Sell
27,361
-393
-1% -$64.5K 3.19% 5
2024
Q1 		$4.56M Sell
27,754
-2,619
-9% -$409K 3.42% 5
2023
Q4 		$4.47M Buy
30,373
+850
+3% +$118K 3.89% 4
2023
Q3 		$3.89M Sell
29,523
-5,055
-15% -$690K 3.58% 5
2023
Q2 		$4.66M Buy
34,578
+31,960
+1,221% +$4.07M 4.15% 4
2023
Q1 		$325K Buy
2,618
+645
+33% +$77.4K 0.34% 57
2022
Q4 		$230K Buy
1,973
+160
+9% +$18.1K 0.24% 74
2022
Q3 		$204K Buy
+1,813
New +$212K 0.22% 80

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Maripau Wealth Management's QUAL Position: Q1 2026 in Review

Maripau Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 3.9% in Q1 2026, selling an estimated $45.7K and leaving 5,584 shares worth $1.07M. The position accounts for 0.47% of the portfolio, ranked #51.

Maripau Wealth Management first reported a position in QUAL in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.67M in Q2 2024. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Maripau Wealth Management held 5,584 shares of iShares MSCI USA Quality Factor ETF worth $1.07M as of Q1 2026.
  • Maripau Wealth Management sold 228 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $45.7K.
  • iShares MSCI USA Quality Factor ETF made up 0.47% of Maripau Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Maripau Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2022 and has held it in 15 quarters since.
  • Maripau Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $4.67M in Q2 2024.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.